Overview
Assets Under Management: $155 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 71
Average Client Assets: $1.7 million
Frequently Asked Questions
RICHWOOD INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153550), RICHWOOD INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
RICHWOOD INVESTMENT ADVISORS, LLC is headquartered in CINCINNATI, OH.
RICHWOOD INVESTMENT ADVISORS, LLC serves 71 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, RICHWOOD INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RICHWOOD INVESTMENT ADVISORS, LLC manages $155 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, RICHWOOD INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47%
Average Client Assets: $1.7 million
Total Client Accounts: 449
Discretionary Accounts: 449
Regulatory Filings
CRD Number: 153550
Filing ID: 2076021
Last Filing Date: 2026-03-19 10:39:11